The relationship between onshoring and AI is not a chicken-and-egg question—metals must come first before artificial intelligence infrastructure can be built, not the reverse.

causalpending

Speaker

Tavi Costa

Evidence Quote

in order to build AI in order to build data centers in order to build industrial capabilities we need metals...You need that first [28:39]

Source

Gold to $20K? Tavi Costa on the Great Rotation That Will Reshape MarketsWealthion
Created: 8/12/2026, 10:26:29 PM

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